Admin

Edit Document Cc Recipients

01-14-2025
NOTE
You cannot modify the content or recipients of a document.

1) Editing Cc Recipients

  • Modifying recipients removes access for those no longer listed and grants access to new recipients.
  • *Only administrators can modify Cc recipients.

▪︎ Dashboard

  1. Go to [E-documents] in the dashboard.
  2. In the [All] tab, select the document whose Cc recipient you want to modify.
  3. Click the pencil icon in the Cc section.
  4. Select the recipients to modify and click [OK].

▪︎ App Leader Mode

  1. In App Leader Mode, go to the [E-documents] tab in the bottom menu.
  2. Select the document to edit Cc recipients.
  3. Click the button at the top, then select [Edit Cc recipients].
  4. Choose the recipients to modify and click [Save].

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